| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 26,283 | 1,191,000 | 54.83% | ||
| 2 | SignalPoint Asset Management, LLC | 9,234 | 418,000 | 19.24% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 7,403 | 336,000 | 15.47% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 5,010 | 227,000 | 10.45% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
